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U.S. Capital Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from U.S. Capital Wealth Advisors, LLC
Filed: 2025-04-29 (Q1 2025) | Holdings: 836 | Value: $3.3B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| HPK - HIGHPEAK ENERGY INC | 5.38% | $175.8M | -17.00% | +19.42% | |||
| AAPL - APPLE INC | Add 3% ($2.7M) | 2.81% | $91.7M | +22.81% | +0.01% | ||
| PIFI - ETF SER SOLUTIONS | Reduce 2% $(2.2M) | 2.66% | $87.0M | ||||
| EPD - ENTERPRISE PRODS PARTNERS L | Add 14% ($8.9M) | 2.24% | $73.2M | +31.11% | +4.31% | ||
| SPY - SPDR S&P 500 ETF TR | 1.84% | $59.9M | |||||
| MSFT - MICROSOFT CORP | Add 8% ($3.5M) | 1.52% | $49.6M | -3.58% | +31.74% | ||
| NVDA - NVIDIA CORPORATION | Reduce 7% $(3.6M) | 1.49% | $48.7M | +69.84% | +71.61% | ||
| TLT - ISHARES TR | Reduce 56% $(60.0M) | 1.47% | $48.0M | +1.06% | -2.16% | ||
| AMZN - AMAZON COM INC | Add 4% ($1.2M) | 1.12% | $36.7M | +15.15% | +26.36% | ||
| OPER - ETF SER SOLUTIONS | Reduce 5% $(2.0M) | 1.09% | $35.7M | +3.92% | +1.11% | ||
| XOM - EXXON MOBIL CORP | Add 4% ($1.3M) | 1.08% | $35.4M | +54.74% | +5.13% | ||
| QQQ - INVESCO QQQ TR | Reduce 6% $(2.2M) | 1.06% | $34.6M | +25.83% | +21.73% | ||
| CVX - CHEVRON CORP NEW | Add 12% ($3.7M) | 1.02% | $33.4M | ||||
| IVV - ISHARES TR | Add 31% ($7.2M) | 0.95% | $30.9M | +21.27% | +16.25% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 20% $(6.9M) | 0.87% | $28.4M | +33.02% | +42.11% | ||
| MPLX - MPLX LP | Add 2% ($481.6K) | 0.81% | $26.4M | ||||
| BAC - BANK AMERICA CORP | New Purchase | 0.79% | $25.9M | ||||
| KMI - KINDER MORGAN INC DEL | New Purchase | 0.79% | $25.7M | ||||
| RTX - RTX CORPORATION | 0.76% | $24.8M | |||||
| VTI - VANGUARD INDEX FDS | Reduce 17% $(4.9M) | 0.73% | $23.8M | +21.73% | +16.38% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 5% ($1.2M) | 0.73% | $23.8M | -10.19% | -10.44% | ||
| GOOG - ALPHABET INC | Add 11% ($2.2M) | 0.71% | $23.1M | ||||
| AFL - AFLAC INC | Reduce 2% $(351.7K) | 0.70% | $22.9M | +4.82% | -7.94% | ||
| WMT - WALMART INC | Add 3% ($611.4K) | 0.68% | $22.2M | +32.28% | +1.97% | ||
| TRGP - TARGA RES CORP | Add 5% ($1.1M) | 0.68% | $22.2M | ||||
| JPM - JPMORGAN CHASE & CO. | Add 39% ($6.1M) | 0.67% | $22.0M | ||||
| ET - ENERGY TRANSFER L P | Add 15% ($2.8M) | 0.66% | $21.5M | ||||
| CSCO - CISCO SYS INC | 0.66% | $21.4M | +41.57% | +20.29% | |||
| T - AT&T INC | Reduce 2% $(329.4K) | 0.64% | $21.0M | ||||
| JNJ - JOHNSON & JOHNSON | Add 7% ($1.3M) | 0.62% | $20.4M | +57.91% | +6.63% | ||
| COP - CONOCOPHILLIPS | Add 31% ($4.8M) | 0.62% | $20.2M | ||||
| AVGO - BROADCOM INC | Add 34% ($5.0M) | 0.61% | $20.0M | ||||
| META - META PLATFORMS INC | Add 9% ($1.6M) | 0.61% | $19.8M | +7.03% | +29.22% | ||
| CNQ - CANADIAN NAT RES LTD | Add 3% ($493.4K) | 0.60% | $19.5M | +71.47% | +11.11% | ||
| GD - GENERAL DYNAMICS CORP | New Purchase | 0.58% | $18.9M | +29.69% | +15.00% | ||
| V - VISA INC | Reduce 6% $(1.2M) | 0.57% | $18.5M | ||||
| ABBV - ABBVIE INC | Reduce 34% $(9.3M) | 0.55% | $18.1M | +9.96% | -1.82% | ||
| EMR - EMERSON ELEC CO | 0.55% | $18.0M | +28.88% | +41.21% | |||
| IUSB - ISHARES TR | New Purchase | 0.54% | $17.6M | +4.60% | +0.91% | ||
| MCD - MCDONALDS CORP | Add 6% ($933.7K) | 0.54% | $17.6M | -0.80% | -3.62% | ||
| JAAA - JANUS DETROIT STR TR | New Purchase | 0.54% | $17.5M | +5.07% | +1.89% | ||
| MMM - 3M CO | Reduce 4% $(710.5K) | 0.53% | $17.2M | +6.90% | +7.05% | ||
| ETN - EATON CORP PLC | Add 9% ($1.4M) | 0.52% | $17.0M | +28.52% | +37.63% | ||
| IEF - ISHARES TR | Reduce 3% $(454.0K) | 0.51% | $16.6M | +3.19% | -0.16% | ||
| TRV - TRAVELERS COMPANIES INC | Add 1% ($240.1K) | 0.50% | $16.4M | ||||
| GDX - VANECK ETF TRUST | New Purchase | 0.48% | $15.7M | ||||
| GOOGL - ALPHABET INC | Add 3% ($515.6K) | 0.48% | $15.6M | ||||
| K - KELLANOVA | Reduce 2% $(389.9K) | 0.47% | $15.3M | -2.77% | |||
| ALNY - ALNYLAM PHARMACEUTICALS INC | Reduce 7% $(1.2M) | 0.46% | $15.1M | +24.07% | +32.22% | ||
| VGLT - VANGUARD SCOTTSDALE FDS | New Purchase | 0.46% | $15.0M | +1.64% | -1.80% | ||
| LLY - ELI LILLY & CO | Reduce 100% | 0.00% | $0.00 | ||||
| EOG - EOG RES INC | Reduce 100% | 0.00% | $0.00 | ||||
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 100% | 0.00% | $0.00 | ||||
| HPKEW - HIGHPEAK ENERGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| NEM - NEWMONT CORP | Reduce 100% | 0.00% | $0.00 | ||||